Darwin Global Management, Ltd.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$3.77B
Q ending 2026-03-31
Prior quarter
$4.94B
Q ending 2025-12-31
Change
-23.7% QoQ · +157.7% YoY
Positions
6
reported holdings

Largest positions

All 6 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Insmed IncINSMShares$2.58B16.8M
Belite Bio IncBLTEShares$456.1M3.1M
Abivax SaABVXShares$352.1M3.5M
Revolution Medicines IncRVMDShares$205.0M2.2M
Roivant Sciences LtdShares$179.5M6.8M
Dianthus Therapeutics IncDNTHShares$1.5M17K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.